Our products are available from financial advisers. Before an adviser can use our online quotes service, they need to have a terms of business agreement (TOBA) with us.
We will countersign it and return it to you by email within two working days.
Part of our online quotes process is to nominate an Adviser Administrator. This person will have access to your company's files within our secure website and control who else within your company has access. When we return the countersigned Terms of Business Agreement to you, we will also send an email to the nominated Adviser Administrator inviting them to register online.
More information about the role of Adviser Administrators can be found here.